When finished with a file you would typically go to its Details view, change its status to Closed, and specify the closed date.
● Or you could change its status to Dormant or Special instead.
o Any of these statuses will remove the file from your Active list.
In rare cases, you might want to completely remove a file, perhaps because it was created accidentally.
In the Files main view, select a file and click Delete on the Amicus taskbar. Or in a file window, click Delete File at the bottom.
A file cannot be deleted if it has a draft bill, final bills (and invoices), or trust transactions. You can delete files only if permitted by your Amicus administrator.
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Warning: Deleting a file permanently removes it for all users. All associated documents will be deleted as well. However, each associated email, appointment, task, phone call, time entry, and expense will remain accessible to the firm member who owns the item—it will simply be no longer be assigned to the file. |
Amicus Cloud (January 2023)
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